Freelance Wealth Management Advisor
il y a 5 jours
ORIENTACTION EMPLOI is a national recruitment agency operating in various sectors. We partner with our clients to find the right profiles and advise candidates on their professional projects. Our agency offers professional opportunities tailored to each individual's perspectives and ambitions.
Job DescriptionAs a Freelance Wealth Management Advisor, you will join a large insurance group and accompany its individual and professional clients in achieving their patrimonial projects. Your responsibilities will include:
- Growing a client portfolio of at least 100 contacts.
- Benefiting from a comprehensive 5-week initial training and ongoing pedagogical support.
- Organizing patrimonial events to build lasting relationships with clients.
- Enjoying a reactive legal and fiscal hotline and personalized marketing support.
- Receiving magnificent gifts (trips...).
For more information, please see the PMEjob website.
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